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| Provider | Service type | Compensation |
|---|---|---|
NEWTOWER TRUST COMPANY1 year Service code 28 · EIN 23-2981828 3 BETHESDA METRO CENTER · BETHESDA, MD 20814 | Investment Management | $118,021 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $100,668 |
Filed as: ROTHSCHILD ASSET MANAGEMENT INC. Service code 28 1251 6TH AVE · NEW YORK, NY 10020 | Investment Management | $93,701 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $55,000 |
VIRGINIA & AMBINDER, LLP4+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $50,720 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $33,467 |
DERYDER PLANS4+ years Filed as: DERYDER PLANS INC. Service code 11 · EIN 22-3082451 46 MAIN ST · SPARTA, NJ 07871 | Actuarial | $29,000 |
SUSANIN WIDMAN & BRENNAN PC4+ years Service code 29 · EIN 23-2265950 656 E SWEDESFORD ROAD SUITE 330 · WAYNE, PA 19087 | Legal | $28,064 |
RICHARD J. CUMMINGS CPA4+ years Filed as: RICHARD J. CUMMINGS, CPA Service code 10 · EIN 22-3346148 11 STATE ST · HACKENSACK, NJ 07601 | Accounting | $27,000 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 MC 3464 · DETROIT, MI 48226 | Securities Custodian | $17,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -1.90% | 4.25%-6.1pp | -752.26%+750.4pp | 0.19%-2.1pp |
| Employer contribution / active EE | $13,218 | $11,906+11.0% | $31,802-58.4% | $13,763-4.0% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |